Form 5500 · Employee benefit plan · CONCORD, CA
CARLTON SENIOR LIVING, LLC
CARLTON SENIOR LIVING, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WOODRUFF-SAWYER & CO. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC. and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-5242307 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 596 | December | $229,009 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 983 | December | $36,106 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 571 | December | $27,571 |
| EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | Vision | 550 | December | $0 |
Questions
Who is CARLTON SENIOR LIVING, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CARLTON SENIOR LIVING, LLC's broker of record is WOODRUFF-SAWYER & CO.
What insurance carrier does CARLTON SENIOR LIVING, LLC use?
CARLTON SENIOR LIVING, LLC's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC., among 4 disclosed carriers.
When does CARLTON SENIOR LIVING, LLC's group plan renew?
The most recent Schedule A policy period for CARLTON SENIOR LIVING, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CARLTON SENIOR LIVING, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.